Can I create an expense rule based off a specific category, rather than based off merchant name?

PC_Pretorius_375

Hi I would like to be able to make a rule that you can apply a certain rule to a specific category regardless of the Merchant. Thus, say the category is fuel then you make rule that Tax is 0 for all fuel purchases regardless of where it was purchased.

Sheena Trepanier

Hi @PC_Pretorius_375, good question! We do support Expense Rules, but they are only based on the merchant at this time.

I think this is an interesting Idea though and if you want to add it in our Ideas category, it would give others a chance to weight in and support adding it in the future.

You can find our Ideas category here!

PoySha

I would also love that - If I could make it automatic for all "client purchase" categorized purchases to be auto marked as billable that would be AMAZING and save me a ton of time catching mistakes.

Rachael Hopkins

Hi @PoySha Welcome to the Expensify Community!

I'm not sure if you found it, but you can upvote this popular idea and add any comments here.

Jenna Hay

We have released this feature! Please check out this Product Update post for more details https://community.expensify.com/discussion/5192/category-tax#latest